The Email tab in Settings>Administration is where custom email integration is configured. ACME utilizes SendGrid to deliver transaction-based emails, such as order confirmations, refund, rebook, reschedule and cancelation notices.
Note: To learn more about integration with SendGrid and custom email template configuration, refer to our SendGrid Integration Setup Guide.
1. Go to Settings, Administration
2. Go to the Email tab
3. Send resource assignment emails
This setting controls how ACME sends an email to an assigned resource, when the resource is a Person (such as a tour guide or educator).
Always: when a person is assigned to an event, a resource assignment email will automatically be sent to them.
Never: no email is generated upon resource assignment.
Ask to send (recommended): when assigning a resource to an event, the user is prompted to send or not send the email.
4. Use Send Grid Tracking (Yes/No)
This toggle controls the ability to view email status for transaction emails. The default setting is Yes (recommended).
5. Enable custom SendGrid emails (Yes/No)
If you intend to design your own SendGrid dynamic templates, toggle this setting to Yes. To use ACME's standard email layouts, set to No.
When selecting Yes, additional configuration options are revealed.
6. Enter your SendGrid API keys.
Copy your API keys that were generated in SendGrid into the API Key field. The data will be masked upon entry for security.
7. Set email type for each email template (ACME Default or Custom)
For each Email Template that you will customize, change the Email Type from "ACME Default" to "Custom".
Enter the SendGrid Template ID for each email template that you will customize.
8. Change SendGrid Account setting
Set the SendGrid account name from ACME to your organization name